Research Analyst at Orgel Wealth Management, LLC

Altoona, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

0.0

Posted On

23 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Investment Research, Market Analysis, Quantitative Skills, Data Validation, Performance Reporting, Analytical Tools, Client Communication, Team Collaboration, Time Management, Confidentiality, Professionalism, Self-Motivation, Technology Proficiency, Written Communication, Interpersonal Skills, Continuous Learning

Industry

Financial Services

Description

Description Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations. Orgel Wealth Management is seeking a Research Analyst who can partner with the in-house research team to refine investment strategies, perform ongoing monitoring of investment managers and market trends, and support the ongoing education of the internal team and clients. Shared Values – At Orgel Wealth Management, our team believes in forming genuine relationships and serving clients with relentless excellence. We put clients first. Period. Nationwide Reach – Currently, our team serves clients in 43 states with more than $9.5 billion in assets under management (as of December 31, 2025). Experienced Team – Our credentialed team of 31 investment professionals (9 CFA® charterholders, 10 CFP® certificants) is supported by client service, operations, and technology specialists. Independence – By establishing an independent firm, we developed an organizational structure that allows for and supports employee ownership for multiple generations to come. Rapid Growth – Since becoming an SEC-registered investment advisor in 2013, we have doubled in size and employ 89 people in our Wisconsin and Minnesota offices. Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com. Position Summary The Research Analyst works collaboratively with Orgel Wealth Management’s in-house research team to support investment strategy, perform ongoing monitoring of investment managers, evaluate market trends, and contribute to the education of internal teams and clients regarding portfolio decisions. The Research Analyst should demonstrate intellectual curiosity and a strong work ethic, with an expectation of continuous learning and professional growth. This individual must exhibit strong organizational and interpersonal skills, a commitment to serving clients with excellence, and the ability to operate with accountability while working under the guidance of senior team members. Principal Duties and Responsibilities Conduct initial and ongoing due diligence research on investment managers across a variety of asset classes, under the guidance of senior research team members. Analyze market trends that affect Orgel Wealth Management’s investment models using quantitative, macroeconomic, and capital markets research skills and third-party systems (e.g., Bloomberg, Morningstar Direct, etc.). Maintain and improve recurring research and reporting processes, including model updates, data validation, and performance reporting, identifying opportunities to enhance efficiency, accuracy, and consistency through better tools or workflows. Remain informed on market trends and investment themes, contributing research insights and analysis to support portfolio positioning and investment decisions. Assist in the development and maintenance of analytical and programming tools designed to monitor and respond to changing market environments. Assist in the creation of written research content, internal memos, client communications, and presentation materials that clearly articulate investment decisions, portfolio positioning, and market developments. Apply and continue to develop quantitative analytical skills to evaluate and model various investment products and investment strategies. Provide research and analytical support to internal teams across the organization, including relationship management, by preparing clear explanations, supporting analysis, and well-structured materials to enhance client decision-making. Conduct oneself at all times in accord with The Orgel Way and maintain the highest standards of client confidentiality and organizational discretion. Additional Skills Required The Research Analyst must be able to: Manage time effectively, set priorities, and meet deadlines Maintain the highest level of confidentiality with respect to client and firm information Understand and adhere to all firm policies and procedures Exercise the highest level of professionalism in personal presentation, communication, and all interactions with clients and employees Demonstrate high levels of integrity Communicate effectively orally and in writing Function well in a team environment by maintaining a positive, collaborative approach Work independently with self-motivation Leverage technology, including the Microsoft Office Suite, Salesforce (Practifi), Tamarac, Morningstar, Bloomberg, and other software applications as necessary Requirements Education and Experience Requirement Required: BA or BS degree from an accredited college or university 2-3 or more years of investment-related financial industry experience Preferred: Progress towards or achievement of the CFA charter or an advanced degree. Work Environment Work is performed in an office environment with moderate noise level (e.g., computers, telephones, printers, and customer traffic) Occasional weekend or evening hours as required by the demands of the role Travel between the organization’s locations will likely be required on occasion Acknowledgement This description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or the organization may terminate employment at any time, for any reason. The achievement of any professional degree, designation, certification, or license should not be construed as a guarantee that a certain level of results or satisfaction will be experienced if Orgel Wealth Management is engaged, or continues to be engaged, to provide investment advisory services.

Responsibilities

The Research Analyst will conduct due diligence research on investment managers and analyze market trends to support investment strategies. They will also assist in creating research content and provide analytical support to internal teams.